The Advisor Club Podcast

The Advisor Club Podcast


Episode 1: Life journeys & the origins of Optimus Advisory Group

March 27, 2024

On this epsiode, the hosts discuss the origins of Optimus Advisory Group. Both growing up in Southern California, Paul Hewitt & Steve Rumsey both became financial advisors in the mid-1990s. Their paths crossed in 2001 and they've been working together ever since. Listen to how they became independent RIAs, joined forces and later began focusing on providing ETF-based investment solutions and started helping advisors (IARs) and RIAs.